基本資料

投資策略

本子基金以長期資本成長為投資目標。本子基金主要投資美國公司且集中於較大的發行者。 本子基金至少會投資總資產的80%於美國公司之股權有價證券。本子基金聚焦於大型公司之股票，但本子基金得投資於任何規模之公司。

基金經理人

• Hamzaogullari Aziz
• 資歷 8年(2016-06-08 至今)

• Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity
  Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis
  Sayles large cap, global and all cap growth strategies, including the Loomis Sayles Growth
  and Global Growth mutual funds and products outside the US. Aziz is a member of the firm’s Board of Directors. He joined Loomis Sayles in2010 from Evergreen Investments where he was a senior portfolio manager and managing
  director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and
  portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team
  and was the founder of the research and investment process. Prior to Evergreen, Aziz was a
  senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 26 years
  of investment industry experience. Aziz earned a BS from Bilkent University, Turkey, and an
  MBA from George Washington University. He is also a member of CFA Society Boston.

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